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Basepoint Wealth’s ScottsMiracle-Gro SMG Stock Holding History

Basepoint Wealth’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$455K Sell
7,477
-2,521
-25% -$163K 0.26% 61
2025
Q4 		$583K Sell
9,998
-4,622
-32% -$259K 0.35% 46
2025
Q3 		$833K Sell
14,620
-922
-6% -$58.1K 0.59% 28
2025
Q2 		$1.03M Sell
15,542
-1,775
-10% -$103K 0.79% 23
2025
Q1 		$951K Sell
17,317
-936
-5% -$60.5K 0.74% 24
2024
Q4 		$1.21M Sell
18,253
-1,478
-7% -$117K 0.97% 19
2024
Q3 		$1.71M Sell
19,731
-353
-2% -$24.8K 1.26% 13
2024
Q2 		$1.31M Sell
20,084
-18
-0.1% -$1.23K 1.03% 19
2024
Q1 		$1.5M Buy
20,102
+380
+2% +$23.6K 1.13% 17
2023
Q4 		$1.26M Sell
19,722
-676
-3% -$36.5K 1.01% 17
2023
Q3 		$1.05M Buy
20,398
+518
+3% +$30K 0.86% 27
2023
Q2 		$1.25M Buy
19,880
+1,525
+8% +$102K 1.03% 18
2023
Q1 		$1.28M Buy
18,355
+2,569
+16% +$185K 1.07% 18
2022
Q4 		$767K Buy
15,786
+6,955
+79% +$348K 0.68% 42
2022
Q3 		$378K Buy
8,831
+3,855
+77% +$277K 0.4% 53
2022
Q2 		$393K Buy
+4,976
New +$492K 0.41% 54

Other funds holding SMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Basepoint Wealth's SMG Position: Q1 2026 in Review

Basepoint Wealth reduced its ScottsMiracle-Gro (SMG) stake by 25% in Q1 2026, selling an estimated $163K and leaving 7,477 shares worth $455K. The position accounts for 0.26% of the portfolio, ranked #61.

Basepoint Wealth first reported a position in SMG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.71M in Q3 2024. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Basepoint Wealth held 7,477 shares of ScottsMiracle-Gro worth $455K as of Q1 2026.
  • Basepoint Wealth sold 2,521 ScottsMiracle-Gro shares in Q1 2026, an estimated $163K.
  • ScottsMiracle-Gro made up 0.26% of Basepoint Wealth's portfolio in Q1 2026, its #61 holding.
  • Basepoint Wealth first reported a position in ScottsMiracle-Gro in Q2 2022 and has held it in 16 quarters since.
  • Basepoint Wealth's ScottsMiracle-Gro position peaked at $1.71M in Q3 2024.
  • 439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.